Soraban
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
Learn more
Worksection
Revolutionize your project management with Worksection, the online project management tool that streamlines workflows and enhances team collaboration. Designed for teams of all sizes, Worksection’s user-friendly interface makes it accessible for everyone, not just IT professionals.
Trusted by over 1,600 marketing agencies, design studios, software developers, law firms, and architectural offices, Worksection is perfect for handling complex projects with ease. Its built-in time tracking helps you effortlessly monitor billable hours, ensuring accurate client billing.
With streamlined task management, Gantt charts for precise planning, Kanban boards to visualize progress, and centralized communication, Worksection keeps your projects on track from start to finish. Plus, detailed reports provide deep insights into your team's performance, helping you make informed decisions.
Seamlessly integrate with tools like Slack, Google Drive, and Zapier to ensure a smooth workflow across all your platforms. Use friendly support to reach your goals as fast as possible.
Sign up to transform your project management with Worksection.
Learn more
SignalsHQ
SignalsHQ is an innovative platform that leverages artificial intelligence to automate tax processes for small and mid-sized tax firms across the United States, enhancing tax research, document management, and compliance operations. By providing quick access to reliable, legally sound tax information, our solution minimizes the need for manual work and reduces the likelihood of mistakes. It also streamlines the extraction of data, the creation of working papers, and the drafting of documents, all while maintaining top-tier security standards. With SignalsHQ, firms are empowered to transition from traditional filing activities to more strategic advisory roles, enabling them to operate with greater confidence and improved efficiency. This shift not only enhances productivity but also allows firms to better serve their clients in an ever-evolving tax landscape.
Learn more
Drake Tax
Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.
Learn more